Evalueserve is a leading provider of financial research and analytics services to the banking and financial services industry. Evalueserve’s financial services clients include five of the top ten global retail and commercial banks, seven of the top ten investment banks, three of the top ten insurance firms, asset managers, retail banks and many mid-market financial services firms.

 Evalueserve has one of the largest financial research teams in the industry, with over 900 professionals, including certified financial analysts, chartered accountants, and MBAs. While the majority of the financial research team provides dedicated support to its clients, it also supports them through on-demand projects.

Our clients typically look for solutions to improve knowledge-based processes, including:

• Fundamental research
• Corporate finance
• Buy side research
• Quantitative research
• Editorial and publishing
• Data analytics
• Business research

Our solutions for financial services firms

Evalueserve’s client-focused approach, combined with robust project management skills, delivers customized solutions to address the unique requirements of financial services clients.

Investment banks

Evalueserve has an impressive track record of serving investment banks through its corporate finance, investment research, and quantitative analytics services.

Retail banks

Evalueserve's experience and research breadth in retail banking provide significant value and insight to its clients’ marketing, strategy, risk management, procurement, product development, and customer insight teams.

Commercial banks

Evalueserve engages with leading commercial banks to provide end-to-end knowledge services. The corporate marketing, credit, and risk teams of some of the largest commercial banks leverage Evalueserve's knowledge platform for sales and marketing, credit decision-making, and risk management.

Asset management

Evalueserve has extensive experience in supporting global asset managers through portfolio management support, industry analysis, financial modeling, and risk management.

Private equity

Evalueserve’s private equity expertise includes supporting firms’ deal sourcing, in-depth market and sector analysis, due-diligence, and portfolio company management.

Insurance

Leading insurance and re-insurance companies worldwide partner with Evalueserve to develop a deeper understanding of the market, analyze customer segments, and improve operating efficiency.